Ohio Licensed Trust Officer

Job Summary

Fulfilling fiduciary responsibilities for high net worth clients, the full-time Ohio Licensed Trust Officer will manage trust and estate settlement administrations, provide expert counsel, and deepen client relationships while ensuring compliance with legal and regulatory requirements.

Key responsibilities

• Administers complex fiduciary and estate settlements post-death, ensuring sound fiduciary judgment and compliance with policies
• Maintains and expands client relationships by collaborating with the Field Sales Team and providing proactive client communication
• Identifies and resolves legal and tax-related issues while meeting individual and team sales goals

Required qualifications

• J.D. preferred with specialization in trust and probate estate administration, or 5-7 years of relevant experience
• Minimum undergraduate degree in a business-related field or equivalent experience in personal trust administration
• Working knowledge of investments and securities
• Experience in personal trust administration and probate administration
• Ability to work collaboratively as part of a sales and client servicing team